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In May we set up Panacea Marketing alongside Faith Liveredge. Panacea Marketing will offer advisers marketing a whole raft of marketing services. Faith is an experienced communicator with a wealth of knowledge and understanding of the adviser profession. She was Marketing Manager at Nucleus for 5 years, creating innovative and award-winning campaigns. Before that she worked for Standard Life, Prudential and Royal London. In 2017 she set up her own consultancy to help forward-thinking financial advisers and planners to become more profitable through websites, communications and other laser-focused marketing techniques.

 
 
 
 
 
Q1 2019 Touchstone Analysis & Autus Data Cleanse
 
 

In May we received our Q1 2019 Touchstone Analysis which shows that advisers within the Panacea community makes up a whopping 67% total market share

View a detailed breakdown of all areas advisers within the Panacea community are writing business 

Following the Touchstone data cleanse we also updated the community breakdown. 

View Panacea Adviser demographics

 
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Thank you's and renewals
 
 

This month we welcome both Nucleus and Orbis Investments as the latest Panacea Partners.  It is great to see them both live on the site with some fresh content and new ideas.

 
 
 
 
 
 
Solus & Partner Article of the Month Award
 
 

Congratulations to Aviva Investors who won our ‘most opened solus of the month’ award, with their article: The untold story: UK Equity Income 

Congratulations to Orbis who wont our 'most clicked partner article of the month' award, with their article: Orbis Investments announced as latest provider partner for Panacea Adviser

 
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Our Bento Bulletin recipients stand at 25,299 as at end May 2019. 
 
 
 
 
 
 
 
 
Our entire community stands at 35,475 as at end May 2019.
 
 
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- 4,032 Visits
 
 
 
- 7,291 Pages Viewed
 
 
 
- 3,261 Unique Visits
 
 
   
 
 
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The most opened Bento was 8th May 2019 with 5,179 opens (21.54% OR). The most clicked Bento was 8th May 2019 with a whopping 1153 clicks (22.3% CTR)!

 
 
   
 
 
 
 
 
 
 
Take a look at the top ten most viewed articles overall and the top ten most viewed partner articles for May 2019. 
 
 
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Download a PDF version of the monthly report if you wish to print it out and keep for future reference.
 
 
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Whats coming soon
 
 
 

The future of advice? In additional to asking advisers to share their insights and opinions on what they believe the future holds for the next generation of financial advisers we are also asking providers as we believe we can get a different view from the other side of the fence. 

We would greatly appreciate if you could take some time to share your views so we can publish a full, comprehensive report and establish any common themes.

There are only five questions so it shouldn’t take too long (depending on how much you have to say of course!). 

You can complete this using the anonymous route but it would be really useful and help the credibility and integrity of this research, if you could also include your name & company so we can include this in the report too.

 
 
   
 
 
Wealth & money management awards
*Community facts provided by Equifax Touchstone. Q3 2017
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